EXECPLAN, Designed to meet your needs. Empowering you to meet your client&qout;s needs. This single system can make your practice more efficient and profitable, with a minimum of learning and expense.

Today, your client&qout;s financial needs are more diverse than ever before. With changes in the economic climate, tax structures, investments, retirement and other benefit plans, a growing number of people are seeking professional help to build their financial futures. Your knowledge of financial situations, strategies and products instills confidence in your recommendations. Your clients value your expertise in understanding various financial situations, analyzing and developing solutions, and implementing plans.

ExecPlan is a professional system for financial planners from Sawhney Systems. At Sawhney, we have been designing, developing, and maintaining financial and tax planning software since 1976. By carefully listening to users, we continually refine our software to meet the ever-changing needs of financial planning experts. And, by harnessing advances in the technology, we&qout;ve led the way in innovative solutions, helping us create the most versatile financial planning software available for individuals.

ExecPlan offers a tremendous range of pertinent client information and computations. It can produce over 125 different types of reports, utilizing statements, text and graphics to illustrate the various aspects of a financial plan.It can accommodate profiles from the very simple to the most complex with relative ease. It offers unlimited ""What If"" flexibility, with full dynamic integration to analyze the effects of each possibility, while also providing the built-in versatility of Automatic Cash Management, Capital Needs Analysis, Education Funding, Retirement Planning, Estate Planning and other client-focused features. Complex planning and customization is easy with advanced Linked Files and other powerful information import capabilities, and includes Lifetime Profile, Batch Report Production, and Alternative Analysis features. All you need to enter is the pertinent information - then choose the reports that best suit your needs.